See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,575 | $63,346+9.8% | $92,233-24.6% | $70,131-0.8% |
| Participation rate | 48.8% | 68.7%-19.9pp | 76.5%-27.7pp | 69.5%-20.7pp |
| Annual return | 18.22% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $792 | $2,471-68.0% | $3,679-78.5% | $2,342-66.2% |
| Participant deferral / active EE | $1,913 | $2,854-33.0% | $3,897-50.9% | $3,332-42.6% |
| Admin fee / account holder | $1,781 | $3,840-53.6% | $5,194-65.7% | $4,645-61.7% |